Benjamin Edwards Inc’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Benjamin Edwards Inc’s Portfolio XBIL Stock Details XBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.91M	Buy	78,289 +14,579	+23%	+$730K	0.04%	412
2026 Q1	$3.19M	Buy	63,710 +613	+1%	+$30.7K	0.03%	423
2025 Q4	$3.16M	Sell	63,097 -1,906	-3%	-$95.5K	0.04%	399
2025 Q3	$3.26M	Buy	65,003 +3,397	+6%	+$170K	0.04%	393
2025 Q2	$3.09M	Buy	61,606 +3,491	+6%	+$175K	0.04%	365
2025 Q1	$2.92M	Buy	58,115 +6,440	+12%	+$323K	0.04%	343
2024 Q4	$2.59M	Sell	51,675 -3,044	-6%	-$152K	0.04%	384
2024 Q3	$2.75M	Buy	+54,719	New	+$2.74M	0.04%	371

Other funds holding XBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Benjamin Edwards Inc's XBIL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its US Treasury 6 Month Bill ETF (XBIL) stake by 23% in Q2 2026, buying an estimated $730K and bringing the position to 78,289 shares worth $3.91M. The position accounts for 0.04% of the portfolio, ranked #412.

Benjamin Edwards Inc first reported a position in XBIL in Q3 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Benjamin Edwards Inc held 78,289 shares of US Treasury 6 Month Bill ETF worth $3.91M as of Q2 2026.
Benjamin Edwards Inc bought 14,579 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $730K.
US Treasury 6 Month Bill ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #412 holding.
Benjamin Edwards Inc first reported a position in US Treasury 6 Month Bill ETF in Q3 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.